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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

876 hedge funds and large institutions have $7.57B invested in Schwab US Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 333 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
+28
Holders Change %
+3.3%
% of All Funds
12.67%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
1.04%
New
73
Increased
333
Reduced
335
Closed
32
Calls
$656K
Puts
$299K
Net Calls
+$357K
Net Calls Change
+$123K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$304M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$137M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.2M
4
TCM
Tradewinds Capital Management
Washington
+$27.7M
5
CWM
Campbell Wealth Management
Virginia
+$24.5M

Top Sellers

1
MFT
Moisand Fitzgerald Tamayo
Florida
-$24M
2
Creative Planning
Creative Planning
Kansas
-$17.8M
3
AWM
Apollon Wealth Management
South Carolina
-$17.7M
4
SW
Simplicity Wealth
New Jersey
-$16.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
426
Great Waters Wealth Management
Minnesota
$1.08M -$22.2K -801 -2%
RWP
427
RWA Wealth Partners
Massachusetts
$1.07M +$34.5K +1,245 +3%
BFG
428
Bouchey Financial Group
New York
$1.06M -$3.66K -132 -0.3%
SAM
429
Sawgrass Asset Management
Florida
$1.06M +$2.91K +105 +0.3%
GIA
430
GHP Investment Advisors
Colorado
$1.04M -$27.3K -987 -3%
WCM
431
Wisconsin Capital Management
Wisconsin
$1.04M -$208K -7,500 -17%
PA
432
Parallel Advisors
California
$1.03M +$24K +867 +2%
PCMC
433
Private Capital Management (Colorado)
Colorado
$1.03M -$40.5K -1,461 -4%
AWC
434
Adamsbrown Wealth Consultants
Kansas
$1.02M -$246K -8,871 -19%
BIA
435
Bigelow Investment Advisors
Maine
$1.02M -$23.3K -843 -2%
CWM
436
Chesapeake Wealth Management
Virginia
$1.01M -$818K -29,550 -45%
Pathstone Holdings
437
Pathstone Holdings
New Jersey
$1.01M – – –
EWA
438
EP Wealth Advisors
California
$1.01M +$18.6K +672 +2%
AAS
439
Avantax Advisory Services
Texas
$1.01M -$15.6K -564 -2%
CAG
440
Csenge Advisory Group
Florida
$1.01M +$686K +73,650 +214%
Kovitz Investment Group Partners
441
Kovitz Investment Group Partners
Illinois
$989K +$56.6K +2,046 +6%
SFWA
442
Summit Financial Wealth Advisors
Louisiana
$981K – – –
HP
443
Hilltop Partners
Indiana
$980K +$7.31K +264 +0.8%
LJAC
444
L.J. Altfest & Co
New York
$980K -$198K -7,155 -17%
D.E. Shaw & Co
445
D.E. Shaw & Co
New York
$978K +$293K +10,578 +43%
LFG
446
Leverty Financial Group
Wisconsin
$977K +$477K +17,229 +95%
TFS
447
Thoroughbred Financial Services
Tennessee
$971K -$68.8K -2,487 -7%
BMCM
448
Burns Matteson Capital Management
New York
$967K +$5.9K +213 +0.6%
CFO
449
CVA Family Office
Colorado
$964K +$271K +9,783 +39%
ANTB
450
AMG National Trust Bank
Colorado
$960K – – –
16 17
18
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